KPIs & Sales Goals

Track and share KPIs (Key Performance Indicators) and business metrics with your whole sales team and give them the power to understand their sales process in minute detail. You can effortlessly track vital sales KPIs, like; sales trajectory and profitability; main loss reasons, and keep attentively focused on your top customers.

KPI and Sales Goals

More about KPIs & Sales Goals

Teamgate insights are supremely user-friendly, and stacked with a host of useful features, such as; filtering; export to Excel; quick links; summaries; and many more time-saving resources.

Insights Sales Trajectory

Sales Trajectory

Any changes in sales performance can be gauged accurately when measured against the efficiency of a particular sales rep, or against the entire company. You can easily determine the trajectory of your sales results – stable or fluctuating – by measuring them against a fixed time-period average. You may also take an overview of sales goals against sales performance; who is performing well, and who needs assistance to drive their sales forward.

Insights TOP Customers

Top Customers

By tracking your KPIs for sales, Teamgate allows you to create a dedicated report helping you identify the customers who bring the highest margin of profit to your business. When engaging with a particular client you can easily visualise how many deals have been closed, and understand the value of those deals. This report is really helpful by allowing your sales team to understand and appreciate the value of return customers, and continue to nurture those relationships.

Insights Won-Lost

Won / Lost

Using KPIs for sales reports, it is easy to determine reasons for loss, and take appropriate actions to ensure more deals are won. The won/lost report illustrates the trajectory of your sales, and sales conversion over a selected period. You can also easily visualise, and analyse the opportunities to won deals ratio. This is a quick method of discovering if the value of opportunities won is greater than the value of deals lost.

Insights Profitability


Teamgate sales KPIs analysis, are a simple and highly insightful means of visualising the profitability of won deals, and the total profit generated through sales over a selected time period. You can also compare the profits generated by individual sales team members, and visually measure the results against those of their colleagues. Analysing sales KPIs is a great way of measuring the path to profitability.

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Hi, I am Ilmaras, Sales Manager here at Teamgate. I am responsible for ensuring that you drive maximum value from our tool. I would like to learn more about your main goals for using the CRM solution and to tell you how other companies are using our CRM. Please fill in the form and I will get back to you ASAP.